Telemarketer, Business Development
Core
Cold-call potential clients to book financial reviews with an Investment Advisor and develop/nurture business leads through phone and email.
Role type
Telemarketer, Business Development
Builds
Sales pipeline for wealth management advisory services
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
proactive cold-calling, bilingualism (English and French), influence in conversations, handling rejection, multi-tasking, independent work
Preferred skills
call centre experience, sales experience, CIRE certification, university degree, understanding of entrepreneurs
Technologies
CRM tools (implied via lead management), email platforms
Responsibilities
Cold-call potential clients to book financial reviews, retrieve key documents, assist with proposal development, update Investment Advisors on client leads, support social media prospecting and newsletter database management